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Home > Institutional Investor > 180 Wealth Advisors, Llc > Profile

Instuitional Investor - 180 Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: 180 Wealth Advisors, Llc
Portfolio Value $716,993,320
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 105,863 $52,657,169 7.34%
2.
Nvidia Corp
 NVDA 197,103 $31,140,365 4.34%
3.
Apple Inc.
 AAPL 105,291 $21,602,632 3.01%
4.
Amazon Com Inc
 AMZN 94,638 $20,762,680 2.9%
5.
Broadcom Inc.
 AVGO 61,974 $17,083,010 2.38%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)